Henderson Global Equity Fund Manager Performance Evaluation
| HFQAX Fund | USD 6.28 0.04 0.64% |
The fund retains a Market Volatility (i.e., Beta) of 0.31, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Henderson Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Henderson Global is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Henderson Global Equity are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Henderson Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 1.2000 |
Henderson |
Henderson Global Relative Risk vs. Return Landscape
If you would invest 623.00 in Henderson Global Equity on September 1, 2024 and sell it today you would earn a total of 5.00 from holding Henderson Global Equity or generate 0.8% return on investment over 90 days. Henderson Global Equity is currently producing 0.0141% returns and takes up 0.5664% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Henderson, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Henderson Global Current Valuation
Fairly Valued
Today
Please note that Henderson Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Henderson Global Equity retains a regular Real Value of $6.28 per share. The prevalent price of the fund is $6.28. We determine the value of Henderson Global Equity from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Henderson Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Henderson Mutual Fund. However, Henderson Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 6.28 | Real 6.28 | Hype 6.28 | Naive 6.31 |
The intrinsic value of Henderson Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Henderson Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Henderson Global Equity helps investors to forecast how Henderson mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Henderson Global more accurately as focusing exclusively on Henderson Global's fundamentals will not take into account other important factors: Henderson Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Henderson Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Henderson Global Equity, and traders can use it to determine the average amount a Henderson Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0248
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HFQAX |
Estimated Market Risk
| 0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Henderson Global is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Henderson Global by adding it to a well-diversified portfolio.
Henderson Global Fundamentals Growth
Henderson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Henderson Global, and Henderson Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Henderson Mutual Fund performance.
| Price To Earning | 14.21 X | ||||
| Price To Book | 1.69 X | ||||
| Price To Sales | 1.20 X | ||||
| Total Asset | 664.95 M | ||||
About Henderson Global Performance
Evaluating Henderson Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Henderson Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Henderson Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund pursues its investment objectives by investing, under normal circumstances, at least 80 percent of its net assets in a portfolio of income-producing equity securities, such as common and preferred dividend-paying stocks. The adviser invests in U.S. and non-U.S. issuers and will typically invest at least 40 percent of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States.Things to note about Henderson Global Equity performance evaluation
Checking the ongoing alerts about Henderson Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Henderson Global Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 94.88% of its assets under management (AUM) in equities |
- Analyzing Henderson Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Henderson Global's stock is overvalued or undervalued compared to its peers.
- Examining Henderson Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Henderson Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Henderson Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Henderson Global's mutual fund. These opinions can provide insight into Henderson Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Henderson Mutual Fund
Henderson Global financial ratios help investors to determine whether Henderson Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Henderson with respect to the benefits of owning Henderson Global security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |